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You are here: Home / Archives for momentum investing

367: What Investment Strategies Do Best During High Inflation Periods?

December 1, 2021 by David Stein · Updated March 11, 2022

How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is uniqueHow current demographic and technology trends are disinflationaryHow many inflationary regimes have there been in the pastHow stocks, residential … [Read more...]

Filed Under: Podcast Tagged With: inflation, inflation hedge, inflation regimes, managed futures, momentum, momentum investing, trend following

275: Are You Over Diversified?

October 30, 2019 by David Stein · Updated September 13, 2022

Is it possible to be too diversified in your investment portfolio and how can you tell? Why Warren Buffet thinks diversification is protection against ignorance. In this podcast episode you’ll learn: The skills you need to be able to select individual stocks.How have active managers outperformed relative to passive indexing products.How much diversification is too much and a test to determine if one is over diversified.What is factor investing and which factors have worked over … [Read more...]

Filed Under: Podcast Tagged With: asset allocation, Buffett (Warren), carry, diversification, factor investing, momentum investing, value investing

266: Using Momentum Investing and Trend Following

August 28, 2019 by David Stein · Updated April 20, 2022

How momentum investing works, what are some of the challenges in implementing it, and how can individuals use momentum in their investment portfolios. In this episode you’ll learn: What is momentum investing and why does it theoretically deliver excess return.Why do momentum strategies suffer through periods of horrendous losses.Why high trading costs and selling a position can be challenges to successfully implementing momentum strategies.What are examples of momentum oriented … [Read more...]

Filed Under: Podcast Tagged With: DMCRX, duel momentum, factor investing, momentum, momentum investing

The Powerful Impact of Momentum

January 27, 2015 by David Stein · Updated March 25, 2021

This audio lesson shares a recent study that illustrates the powerful impact of momentum on investment performance. The episode length is 7 minutes. … [Read more...]

Filed Under: Audio, Audio and Video Lessons Tagged With: momentum, momentum investing

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